WILCX Mutual Fund

WILCX Mutual Fund

NAV$12.90
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Returns Overview

1 Month
+3.83%
3 Months
+1.01%
6 Months
+4.91%
YTD
+18.58%
1 Year
+25.21%
3 Years (annualized)
+22.91%
5 Years (annualized)
+12.99%
10 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WILCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI AC (All Country) World Value Index(MAWV)
This Mutual Fund (YTD)
+18.58%
Peer Avg (YTD)
+12.44%
vs Peers
+6.14%

WILCX Mutual Fund Performance

WILCX performance across multiple time periods: 1-month 3.83%, YTD 18.58%, 1-year 25.21%, 3-year 22.91%, 5-year 12.99%, 10-year 11.92%.

WILCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

WILCX vs another fund shows side-by-side returns. WILCX alternatives are available in the Mutual Fund Screener.